5 Client Service Associate Jobs in Arlington, IL
Kinzinger Group - Northwestern Mutual is Hiring a Client Service Associate Near Arlington, IL
The
Client Service Associate (CSA) is responsible for helping our clients to secure and service life, disability, and long-term care insurance. This role is the frontline professional helping our clientele be financially prepared for an untimely disability or death. Economically, this role accounts for a substantial portion of the Kinzinger Group’s gross income. Specific responsibilities may include but are not limited to:
Insurance Application & Underwriting
- Work with advisor & client to gather information needed for application
- Schedule necessary medical exams
- Review Illustrations for accuracy
- Collect supporting documentation
- Complete Client On boarding
- Assist with registering client website
- Gather marketing info
- Review Daily Status Report to determine outstanding underwriting items
- Update underwriting reports to reflect change
- Send weekly e mail of underwriting progress to team
- Communicate with underwriters on issues and decisions
- Communicate under writing process and updates to client
- Obtain any additional information needed from underwriting
- Send weekly status e mail to client
- Schedule delivery call with client
- Prepare and send required delivery documentation
Insurance & Client Servicing
- Respond to home office inquiries and alerts
- Communicate and process and billing issues
- Execute Client Requests
- Process incoming non securities related insurance service requests from clients
- Verbally confirm, case note, and confirm completion
- Manage & Own CRM
- Manage monthly householding report
- Review duplicate accounts
- Manage Insurance Sales Opportunities
- Review open opportunities and assist with follow up and collecting client information
Advisor Support
- Manage Client Review Scheduling
- Create advisor call list
- Weekly phoning
- Upload client files to secure website
Qualifications
- Bachelor's degree preferred
- Health and Life licensed or gain licensing within 1 month of employment
- Financial Service or Insurance industry experience preferred
- Associate Agent Contract required
- Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
- Excellent oral and written communication skills
- Familiarity with Microsoft applications and data entry and information retrieval software
- Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
- Strong attention to detail with the ability to work with a high degree of accuracy
- Ability to proactively identify what needs to be accomplished and take action as appropriate
- Has interest in learning on a continuous basis
- Ability to embrace change and work in a fast-paced environment
- Ability to work both independently and in a team
- Ability to maintain confidentiality
Job Type: Full-time
Pay: From $54,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Compensation package:
- Bonus opportunities
Schedule:
- Monday to Friday
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Arlington Heights, IL 60005 (Required)
Ability to Relocate:
- Arlington Heights, IL 60005: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$55k-72k (estimate)
06/26/2024
10/22/2024
The job skills required for Client Service Associate include Client Service, Customer Service, Written Communication, Scheduling, Confidentiality, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
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